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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,588 | $76,785-53.7% | $56,441-36.9% | $145,959-75.6% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 13.26% | 3000.51%-2987.3pp | 1704.21%-1691.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $500 | $1,381-63.8% | $1,039-51.9% | $4,661-89.3% |
| Participant deferral / active EE | $3,286 | $2,624+25.2% | $1,953+68.3% | $6,689-50.9% |
| Admin fee / account holder | $59 | $3,334-98.2% | $2,829-97.9% | $13,398-99.6% |